Overview
Assets Under Management: $113.2 billion
High-Net-Worth Clients: 6
Average Client Assets: $387 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.05
Average High-Net-Worth Client Assets: $387 million
Total Client Accounts: 23,556
Discretionary Accounts: 23,547
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 312825
Filing ID: 1992107
Last Filing Date: 2025-06-30 09:57:00
Website: https://icicipruamc.com